HWA
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Heritage Wealth Advisors’s Oneok OKE Stock Holding History

Heritage Wealth Advisors’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.5K Hold
984
– – ﹤0.01% 281
2026
Q1 		$88.9K Buy
984
+50
+5% +$4.12K ﹤0.01% 267
2025
Q4 		$68.6K Hold
934
– – ﹤0.01% 288
2025
Q3 		$68.2K Hold
934
– – ﹤0.01% 273
2025
Q2 		$76.2K Hold
934
– – ﹤0.01% 263
2025
Q1 		$92.7K Sell
934
-7
-0.7% -$695 ﹤0.01% 249
2024
Q4 		$94.5K Sell
941
-6
-0.6% -$614 ﹤0.01% 252
2024
Q3 		$86.3K Buy
947
+47
+5% +$4.09K ﹤0.01% 280
2024
Q2 		$73.4K Hold
900
– – ﹤0.01% 278
2024
Q1 		$72.2K Sell
900
-866
-49% -$63.2K ﹤0.01% 295
2023
Q4 		$124K Buy
1,766
+300
+20% +$20.1K 0.01% 248
2023
Q3 		$93K Buy
1,466
+866
+144% +$56.5K 0.01% 255
2023
Q2 		$37K Hold
600
– – ﹤0.01% 352
2023
Q1 		$38.1K Hold
600
– – ﹤0.01% 343
2022
Q4 		$39.4K Hold
600
– – ﹤0.01% 353
2022
Q3 		$30.7K Hold
600
– – ﹤0.01% 341
2022
Q2 		$33K Buy
+600
New +$38.9K ﹤0.01% 370
2020
Q1 		– Sell
-18
Closed -$1.36K – 544
2019
Q4 		$1.36K Buy
+18
New +$1.29K ﹤0.01% 630

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Advisors's OKE Position: Q2 2026 in Review

Heritage Wealth Advisors held its Oneok (OKE) position steady in Q2 2026 at 984 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Heritage Wealth Advisors first reported a position in OKE in Q4 2019 and has held it in 18 quarters since. The position peaked at $124K in Q4 2023. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Heritage Wealth Advisors held 984 shares of Oneok worth $85.5K as of Q2 2026.
  • Heritage Wealth Advisors left its Oneok share count unchanged in Q2 2026.
  • Oneok made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #281 holding.
  • Heritage Wealth Advisors first reported a position in Oneok in Q4 2019 and has held it in 18 quarters since.
  • Heritage Wealth Advisors's Oneok position peaked at $124K in Q4 2023.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.